Is your IRA really an IOU to the IRS?

To start this week’s Hidden Wealth Review, I want to ask you a question. Is your IRA really an IOU to the IRS? If you’re reading this and you have annual income of $50,000 to $150,000, the Brookings Tax Policy Center just reported that three out of ten...

Higher Taxes are Coming; Avoid Them!

In this week’s Hidden Wealth Review, I teach that the “tax gotchas” just keep on coming. I want to share a story about a client who works for the federal government. He is fed up with the tax that he has to pay back to the government due to his...

The Greatest Tax Grab in History!

In this week’s Hidden Wealth Review, I teach that you are about to become a participant in one of the greatest tax grabs in our country’s history. I want to teach you how to get your retirement accounts such as 401(k)s and IRAs out of the...

The New Government Retirement Tax

In this week’s Hidden Wealth Review, I teach that the government’s tax “gotchas” are coming and they’re coming fast. If you have an IRA or 401(k), you should be concerned! The good news is that we can prevent these government tax gotchas...

Stop Laboring Over Uncertain Taxes

In this week’s Hidden Wealth Review, I teach that, over the course of this Labor Day week, many people have shared how they are laboring over the uncertainty of taxes. Especially taxes in retirement. Most of those with whom I’ve spoken are concerned about...

Take the Labor Out of Taxes

In this week’s Hidden Wealth Review, I teach how people are laboring over unnecessary taxes. Dictionary.com defines labor as, “productive activity, especially for the sake of economic gain” or “physical or mental work, especially of a hard or...

The Hidden Wealth Legacy Review

In this week’s Hidden Wealth Review, I teach about The Hidden Wealth Legacy Review. This week’s review is a little different from what I usually share. I normally teach about saving taxes, protecting your savings from the market and guarding against...

Avoid Tax Entanglement

In this week’s Hidden Wealth Review, I teach about an article I recently read. The article said that if you aren’t careful about planning your taxes ahead of retirement, you could become entangled by taxes that will threaten your retirement....